Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Lennar Class A LEN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LEN Stock Details LEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.64M Buy
75,166
+27,548
+58% +$2.46M 0.01% 940
2026
Q1 		$3.52M Sell
47,618
-148,682
-76% -$16.1M 0.01% 1087
2025
Q4 		$20.9M Sell
196,300
-26,270
-12% -$3.17M 0.03% 469
2025
Q3 		$27.2M Buy
222,570
+1,293
+0.6% +$160K 0.04% 366
2025
Q2 		$24.4M Buy
221,277
+12,514
+6% +$1.36M 0.04% 371
2025
Q1 		$24M Sell
208,763
-2,414
-1% -$301K 0.05% 348
2024
Q4 		$27.9M Buy
211,177
+1,565
+0.7% +$254K 0.05% 306
2024
Q3 		$38M Sell
209,612
-24,803
-11% -$4.16M 0.08% 231
2024
Q2 		$34M Buy
234,415
+26,117
+13% +$3.97M 0.08% 234
2024
Q1 		$34.7M Buy
208,298
+5,036
+2% +$757K 0.09% 218
2023
Q4 		$29.3M Buy
203,262
+195,100
+2,390% +$23.5M 0.09% 221
2023
Q3 		$887K Buy
+8,162
New +$957K ﹤0.01% 1153
2017
Q2 		– Sell
-20,840
Closed -$1.01M – 169
2017
Q1 		$1.01M Buy
+20,840
New +$945K 0.11% 85

Other funds holding LEN

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Wealth Enhancement Advisory Services's LEN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Lennar Class A (LEN) stake by 58% in Q2 2026, buying an estimated $2.46M and bringing the position to 75,166 shares worth $5.64M. The position accounts for 0.01% of the portfolio, ranked #940.

Wealth Enhancement Advisory Services first reported a position in LEN in Q1 2017 and has held it in 13 quarters since. The position peaked at $38M in Q3 2024. 145 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 75,166 shares of Lennar Class A worth $5.64M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 27,548 Lennar Class A shares in Q2 2026, an estimated $2.46M.
  • Lennar Class A made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #940 holding.
  • Wealth Enhancement Advisory Services first reported a position in Lennar Class A in Q1 2017 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Lennar Class A position peaked at $38M in Q3 2024.
  • 145 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.